United Fire Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-5,029
| Closed | -$352K | – | 84 |
|
2020
Q4 | $352K | Hold |
5,029
| – | – | 0.17% | 67 |
|
2020
Q3 | $261K | Hold |
5,029
| – | – | 0.13% | 77 |
|
2020
Q2 | $362K | Hold |
5,029
| – | – | 0.17% | 76 |
|
2020
Q1 | $270K | Hold |
5,029
| – | – | 0.13% | 82 |
|
2019
Q4 | $560K | Hold |
5,029
| – | – | 0.19% | 67 |
|
2019
Q3 | $515K | Hold |
5,029
| – | – | 0.18% | 68 |
|
2019
Q2 | $470K | Hold |
5,029
| – | – | 0.17% | 71 |
|
2019
Q1 | $479K | Hold |
5,029
| – | – | 0.18% | 67 |
|
2018
Q4 | $433K | Hold |
5,029
| – | – | 0.18% | 67 |
|
2018
Q3 | $567K | Hold |
5,029
| – | – | 0.21% | 61 |
|
2018
Q2 | $565K | Hold |
5,029
| – | – | 0.22% | 60 |
|
2018
Q1 | $482K | Hold |
5,029
| – | – | 0.17% | 67 |
|
2017
Q4 | $509K | Hold |
5,029
| – | – | 0.17% | 65 |
|
2017
Q3 | $461K | Hold |
5,029
| – | – | 0.16% | 67 |
|
2017
Q2 | $416K | Hold |
5,029
| – | – | 0.15% | 70 |
|
2017
Q1 | $398K | Hold |
5,029
| – | – | 0.14% | 72 |
|
2016
Q4 | $435K | Hold |
5,029
| – | – | 0.16% | 70 |
|
2016
Q3 | $405K | Hold |
5,029
| – | – | 0.16% | 68 |
|
2016
Q2 | $399K | Hold |
5,029
| – | – | 0.16% | 70 |
|
2016
Q1 | $435K | Hold |
5,029
| – | – | 0.18% | 66 |
|
2015
Q4 | $411K | Hold |
5,029
| – | – | 0.17% | 66 |
|
2015
Q3 | $386K | Hold |
5,029
| – | – | 0.17% | 65 |
|
2015
Q2 | $405K | Hold |
5,029
| – | – | 0.17% | 69 |
|
2015
Q1 | $395K | Hold |
5,029
| – | – | 0.17% | 71 |
|
2014
Q4 | $361K | Hold |
5,029
| – | – | 0.15% | 71 |
|
2014
Q3 | $409K | Hold |
5,029
| – | – | 0.18% | 66 |
|
2014
Q2 | $404K | Hold |
5,029
| – | – | 0.17% | 65 |
|
2014
Q1 | $388K | Hold |
5,029
| – | – | 0.17% | 66 |
|
2013
Q4 | $388K | Hold |
5,029
| – | – | 0.17% | 66 |
|
2013
Q3 | $291K | Hold |
5,029
| – | – | 0.15% | 70 |
|
2013
Q2 | $296K | Buy |
+5,029
| New | +$296K | 0.15% | 69 |
|